Patrick Clark
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCMay 2020 to now
- Cetera Investment Services LLCJan 2020 to now
- Full Time StudentAug 2019 to Dec 2019
- Longwood UniversityMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Clementine CafeMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Clementine CafeMay 2017 to Aug 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7206814
- Firm CRD
- 105644